Create a Signing Group

Any user can create a Signing Group from the contacts area.  When a contact group is created it is only available for use by that user.

There are a few ways to create a signing group:

• From the groups action on the contact page
• When adding a contact to a group

From the groups action on the contact page

1. Navigate to the Contacts area
2. Expand the sidebar and click New Group
3. Specify a name for the group
4. Click Save

When adding a contact to a group, you can add a contact to a group by selecting an individual contact or selecting more than one contact and adding them all to a group.  See Add Contact to a Signing Group to learn more.

To create a group while adding a contact to a group:

In this example, we'll select multiple contacts and add them to a group

1. Navigate to the contacts area
2. Select the contacts you'd like to add to a group
3. Choose Add to Group action in the top menu
4. When the move to group popover comes up, click Add New Group
5. Specify a group name.  Click Create.
6. Optional: Choose the group or group to which you'd like to add the selected recipients.
7. Click Save

Related Articles:

Add a contact to a signing group

Create a contact

Add a signing group as a recipient

View contacts in a signing group

Rename a signing group

Remove contacts from a signing group